See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,904 | $53,516+82.9% | $126,539-22.6% | $84,808+15.4% |
| Participation rate | 96.3% | 58.2%+38.0pp | 69.8%+26.5pp | 68.3%+28.0pp |
| Annual return | 16.82% | 58.34%-41.5pp | 425.95%-409.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,941 | $1,535+91.6% | $3,674-20.0% | $2,631+11.8% |
| Participant deferral / active EE | $7,470 | $2,671+179.7% | $4,083+83.0% | $4,212+77.4% |
| Admin fee / account holder | $3,188 | $4,497-29.1% | $6,065-47.4% | $7,344-56.6% |